Sales Performance & Weekly Plan

The Reset

You work hard — that's never been in doubt. The problem hasn't been effort; it's been that leads were falling through the cracks with no system to capture them (lost lead lists, untrackable Upwork IDs, manual notes that don't hold). That's now fixed: Atomic CRM is your single source of truth. From here we measure results, not activity — and nothing lives outside the CRM. This page is your weekly scoreboard.

Where We Stand (Audit · Jun 3–9)

✅ Working

Strong work ethic — consistent daily standups, on time
Genuine initiative on CRM onboarding (ran full workflow, proposed tagging + pipeline)
Good instinct for soft-engagement / bridge-contact strategy

⚠️ Not Working

Zero measurable output in a week — no qualified leads, replies, meetings, or proposals
Reports list inputs ("sent follow-ups") never outcomes ("X replied / call booked")
~6 days on profile/positioning — past the point of return
Leads lost (no system); Upwork not converting

Weekly KPIs — the only numbers that count

Fill the Actual column from the CRM at the end of each cycle. Targets are a starting point — we tune them together.

KPI (outcome)	Weekly target	Actual	Why it matters
New qualified leads added to CRM (ICP fit + need signal)	5	—	Builds real pipeline, not noise
Replies / positive conversations	8	—	Proves the outreach actually lands
Meetings / calls booked	2	—	The real conversion step
Proposals / quotes sent	1	—	Turns conversations into revenue
Upwork applications submitted (quality, ICP-fit)	15	—	"No ideal job" ≠ zero output
Deals advanced a stage in CRM	3	—	Pipeline must move, not sit

What Counts as a Lead — the qualification ladder

Not every connection is a lead. Most connections never enter the CRM.

Stage 1ConnectionJust a network add. No fit confirmed. Stays on LinkedIn — not in CRM.

Stage 2ContactSomeone we're actively warming. Add to CRM with tags: Engaging → Commented → Engaged Back.

Stage 3LeadPasses 2 filters: ICP fit (right domain/role, decision-maker or bridge) + a need/trigger (hiring, building, a pain we solve).

Stage 4OpportunityA lead in a real conversation about a real need → open a Deal in the pipeline.

The filter: ICP fit + a need signal = lead. Everything before that is just warming.

Operating Rules

The CRM is the scoreboard. If a lead isn't in Atomic CRM, it didn't happen.
Report numbers, not narrative. "Reached out to 25, 4 replied, 1 call booked" — not a 10-line task list.
Profile polishing is done. Redirect that time to volume + conversion.
Upwork has a floor — minimum quality applications every day; track every lead into the CRM.
One scoreboard per week — a fresh Thu→Thu sheet each cycle; we review actuals vs target together.

This Week's Daily Scoreboard fill daily

Log real numbers each day, pulled from the CRM. This is what we review next Thursday.

Day	Outreach sent	Replies	Qualified leads (CRM)	Meetings booked	Upwork apps	Notes
Thu 18 Jun	—	—	—	—	—
Fri 19 Jun	—	—	—	—	—
Mon 22 Jun	—	—	—	—	—
Tue 23 Jun	—	—	—	—	—
Wed 24 Jun	—	—	—	—	—
Thu 25 Jun	—	—	—	—	—	Review day
WEEK TOTAL	—	—	—	—	—	vs target above